AI Portfolio FP&A Lead — ROI & Value Realization

Namely; United States; On-site; USD 90,000 - 120,000; Full time

Job summary

Cvent is seeking FP&A professionals to lead financial governance across AI initiatives. Responsibilities include managing ROI tracking, developing business case evaluations, and supporting executive reporting. Candidates should have 4–5 years of experience in finance and strong expertise in Excel.

This role is critical for translating technology investments into financial outcomes and driving measurable value realization across the enterprise. Join Cvent's innovative team to contribute to the future of work at the intersection of AI and finance.

Qualifications

• Experience in Financial Planning and Analysis (FP&A) or Strategic Finance.
• Advanced Excel skills for financial modeling.
• Ability to design measurement frameworks for ROI.

Responsibilities

• Manage enterprise-wide ROI tracking for AI initiatives.
• Build and evaluate business cases for AI investments.
• Develop dashboards and executive summaries for leadership.

Skills

Financial modeling expertise

Analytical and problem-solving skills

Cross-functional collaboration

Excellent communication skills

Education

4–5 years of experience in FP&A or related field

Tools

Excel

SQL

Job description

Cvent is seeking FP&A professionals to lead financial governance across AI initiatives. Responsibilities include managing ROI tracking, developing business case evaluations, and supporting executive reporting. Candidates should have 4–5 years of experience in finance and strong expertise in Excel.

This role is critical for translating technology investments into financial outcomes and driving measurable value realization across the enterprise. Join Cvent's innovative team to contribute to the future of work at the intersection of AI and finance.